Contact us

FV 27: Enterprise Listening & Sales Intelligence in 2025 | Santiago Suárez Ordóñez, Momentum.io

In this conversation, Will Yuste interviews Santiago Suarez Ordoñez, co-founder and CEO of Momentum, a sales intelligence platform. They discuss the evolution of sales intelligence, the importance of building a strong sales team, and the innovative approach of ‘enterprise listening’ that Momentum offers. Santiago shares insights on navigating the challenges of sales as a founder, the significance of top-of-funnel strategies, and how AI is transforming the sales landscape. The conversation highlights the operational efficiencies and data quality that Momentum provides, making it a unique player in the market. In this conversation, Will Yuste and Santiago Suarez Ordonez discuss the unique positioning of Momentum in the competitive sales intelligence landscape. They explore how Momentum differentiates itself by focusing on data extraction and insights rather than just recording calls. The conversation also delves into the shift towards enterprise solutions, the evolving landscape of sales intelligence, and the importance of data ownership and control for clients.

TAKEAWAYS:

  • Building a sales team requires time and dedication.
  • Top of funnel strategies are crucial for early-stage companies.
  • Sales is a personal, one-to-one interaction.
  • A strong SDR team can drive predictable results.
  • Operational efficiency leads to better data quality.
  • AI is reshaping the sales intelligence landscape.
  • Enterprise listening focuses on understanding customer interactions.
  • Retention is high when the product integrates seamlessly into workflows.
  • Sales teams prefer solutions that require minimal adoption effort.
  • Investing in SDRs can yield significant growth for startups. Momentum’s unique positioning lies in its focus on data extraction rather than just sales intelligence.
  • The competitive landscape is crowded, making it essential to out-execute rather than keep secrets.
  • Data collection misalignment is a significant issue in sales processes.
  • Momentum aims to free sales reps from data entry tasks, allowing them to focus on selling.
  • Efficient time is a critical asset for businesses, and Momentum helps optimize it.
  • The shift to enterprise solutions has been beneficial for Momentum, especially in a challenging SMB market.
  • Sales intelligence tools are facing scrutiny regarding their actual value to users.
  • Data ownership and control are becoming increasingly important for clients in the tech space.
  • The future of sales intelligence involves more than just data collection; it requires actionable insights.
  • Building a strong execution team is crucial for success in the competitive sales intelligence market.

TIMESTAMPS:

  • 00:00 Introduction
  • 00:37 The Concept of Enterprise Listening
  • 01:41 The Journey of Building a Sales Team
  • 06:28 The Importance of SDRs and Outbound Sales
  • 12:02 Momentum’s Unique Approach to Sales
  • 19:58 Operational Efficiency and Data Accuracy
  • 25:26 Momentum’s Unique Value Proposition
  • 32:25 Aligning Sales and Data Collection
  • 33:05 Automating Data Wrangling with AI
  • 34:33 Leveraging AI for Brand Building
  • 39:29 Strategic Value of AI in Sales
  • 46:44 Challenges and Opportunities in Sales Intelligence
  • 48:36 Efficient Time Management with Momentum
  • 53:22 Data Ownership and Integration
  • 59:17 Closing Thoughts

How a Signal Aggregator Helps You Hunt Down Prospects

Drowning in Data?

Your company is already collecting mountains of it: Google Analytics, CRM platforms, LinkedIn insights, website heatmaps, email campaigns, social media engagements; the list goes on. So, what’s the problem with this? It’s scattered everywhere! Sitting in isolated silos that don’t talk to each other.

That means you’re probably missing valuable signals from high-intent leads just because your systems aren’t connected. And if you’re manually combing through spreadsheets, congratulations—you’re wasting hours (if not days) on something AI-powered aggregation can solve in seconds.

It’s time to stop playing detective and start making data work for you.

What is Signal Aggregation (And Why Should You Care)?

Signal aggregation pulls in data from multiple sources, identifies meaningful patterns, and presents them in a way that actually makes sense.

When it’s done right, it’ll allow you to:

  • Spot high-intent leads early – See which prospects are engaging across multiple touchpoints.
  • Prioritize the right people – Stop wasting time on cold leads and focus on those ready to convert.
  • Optimize campaigns in real time – Adjust messaging, targeting, and budgets based on actual behavior, not guesswork.
  • Get a competitive edge – Your competitors are looking at the same raw data, but if you’re aggregating signals intelligently, you’re the one actually capitalizing on it.

If you still think you don’t need it, you’re more than welcome to keep sifting manually through data points while your competitors are already on a first name basis with your (lost) prospects…

Why Siloed Data is Killing Your Leads

1.   Missed Signals – Someone clicks on your ad, then visits your website THREE TIMES, then opens your email… but you never found out because your platforms don’t communicate with each other.

2.   Slower Reactions – If you have quick-actingng sales team, but your data is outdated and fragmented, you’re always going to be playing catch-up

3.   Poor Personalization – Ever sent a retargeting ad to someone who already bought your product? That’s what happens when you don’t unify your data.

If your sales team is struggling to hit their numbers, your marketing is underperforming, and your conversion rates are stagnant, siloed data is the likely culprit.

What Happens When You Aggregate Signals?

Businesses that implement signal aggregation see massive improvements in efficiency and performance. Why? Because they’re no longer guessing, but acting on real-time, AI-enhanced leads.

You can expect to see:

Better Lead Prioritization

Not all leads are created equal. Aggregating signals helps you rank prospects based on engagement, behavior, and likelihood to convert. No more chasing dead leads while the hot ones slip away.

More Bang for Buck

Instead of blindly throwing money at ads and hoping they land, you’ll know exactly who to target and when. Less wasted budget means higher ROI.

Ability to Target & Personalize Your Outreach

You’re gonna be precision targeting a small number of people, which means you get to be as personal as your schedule allows. Leave the generic sales pitches behind, figure out who your client is, directly reference their interests, the exact content they engaged with, the ad they clicked on, or even the webinar they attended. Your email is guaranteed to get clicked on if it’s tailored to a prospect.

Faster Decision-Making

With AI-powered signal aggregation, your team doesn’t have to spend hours compiling reports. Insights are generated automatically, so you can make faster, smarter moves.

Who Needs Signal Aggregation?

If your business relies on leads, you need it. Period.

  • B2B Marketers – Know which accounts to target, optimize ad spend, and personalize campaigns at scale.
  • Sales Teams – Stop wasting time on the wrong leads and focus on those who are actually interested.
  • CMOs & Growth Leaders – Make data-backed decisions, maximize marketing ROI, and eliminate inefficiencies.

Your competitors aren’t just guessing anymore. They’re using AI enhanced data to get ahead of you. And if you don’t start making better use of your data, you’re gonna lose out on potentially massive gains.

The good news is that you don’t need to build an in-house data team to fix this. The right tools (or partners) can do the heavy lifting for you.

If you’re interested in data aggregation, take a look at this article where we talk more about our in-house solution.

Don’t Sleep on AI for Your LinkedIn Ads

Contrary to some beliefs, AI is not just a buzzword anymore, actually, it hasn’t been for a long time. If you’re not using it yet for whatever reason, you’re only making your job harder for yourself. It can be the difference between growing your business fast and effectively or being stuck doing dumb repetitive tasks that take up your time and cost you money in the long run.

Let’s see how you can stop wasting time on manual work and start using AI to your advantage while you’re busy with other, more important work.

It’s Time to Accept It: AI Is Here To Stay

Ai this, AI that, is it going to replace us? Take our jobs away? You should be terrified of it, right? AI tools aren’t going to replace you or run your entire business. But they will give you a massive edge over competitors who are still copying and pasting ad variations by hand. The best part is that you don’t need a fancy machine learning degree to make this stuff work, it’s become pretty easy to use for everyone, The only programming language you need to know for this is English.

Where AI Makes A Difference

Artificial Intelligence is best at taking care of the grunt work in your LinkedIn campaigns. Forget about spending hours writing slightly different ad copies or analyzing mountains of performance data.

Tools like Copy.ai and Jasper can generate dozens of ad variations in minutes. Looking to analyze your ad performance? Claude AI or ChatGPT can crunch your data and spot trends faster than any human analyst.

Your campaign analysis shouldn’t take days anymore. Feed your data into the right AI tool and get insights in minutes. Want to know why some ads are crushing it while others fall flat? AI will spot patterns you might miss after three cups of coffee.

And those endless A/B tests? Let AI generate dozens of smart variations instead of racking your brain trying to come up with “one more way” to say the same thing.

The Real Game-Changers

Video content, specifically “Thought Leader Ads” are ruling LinkedIn, but, everyone knows that editing is a pain. That’s where AI editing tools like Descript or RunwayML come in. You simply upload your raw footage and the AI handles the subtitles, trimming, formatting and anything else you might want done to your video. No more wasting entire afternoons just to get a single video ready to post.

If you want to revamp your older content, tools like MarketMuse or Clearscope can analyze your best performing posts and then help you create fresh new versions that still tick all the boxes. It’s like having a content strategist on speed dial.

And let’s talk about chatbots. Not those annoying “please wait while I connect you” bots from 2017. Modern AI platforms like MobileMonkey and ManyChat can handle real human conversations, answer questions about your products, and even qualify leads while you’re asleep.

Very Common Mistakes While Using Artificial Intelligence

AI isn’t magic. If you feed it garbage, you’ll get garbage back out of it. When prompting it, you need to be very specific and very clear. Think of AI as an incredibly smart but literal intern who needs detailed instructions.

And please, for the love of god, don’t just copy-paste AI-generated content directly into your ads. Use it as a starting point, then add your brand’s voice and expertise. Your audience can smell generic content from a mile away.

Conclusion

Artificial Intelligence tools are transforming how we run LinkedIn ads, whether you like it or not. You can either adapt and use them to belittle your competition or just keep doing things the slow way and watch your competitors zoom past you.

Start small, pick one area where you’re wasting the most time, and let AI handle it. Once you see how much time and energy you save, you’ll wonder how you ever managed without it.

The choice is yours. Just don’t come crying when your manually-created ads get buried by competitors who embraced the future.

FV 19: The AI-powered Clay for Enterprise | Elio Narciso

In this episode, Elio Narciso, founder and CEO of Scalestack, shares how his time at Amazon and his experience with startups inspired him to take on the inefficiencies in sales processes. Scalestack was born from his vision to help companies automate and declutter their go-to-market strategies, thus letting sales and marketing teams to focus on what they do best – selling and engaging with customers.

Elio discusses Scalestack’s unique features, such as its universal API and workflow builder, which connect and integrate multiple data sources, enrich and score data, and automate the creation of target account lists. Unlike competitors, Scalestack is tailored for enterprise-level organizations, and offers a simple solution for complex data tasks.

The episode also touches on Scalestack’s role in the AWS Global Startup Program, its plans for growth, and its go-to-market strategies, which include direct sales, event participation, and building partnerships. Scalestack aims to be a “set-and-forget” platform, all while empowering RevOps teams to optimize sales and marketing efforts without worrying about data management.

Takeaways:

  • Elio Narciso’s time at Amazon inspired him to address inefficiencies in sales processes.
  • Scalestack automates go-to-market strategies, enabling teams to focus on sales and customer engagement.
  • The platform enriches, normalizes, and scores data-creates accurate target account lists.
  • Scalestack’s universal API and workflow builder simplify data integration and orchestration.
  • Designed for enterprise-level companies, Scalestack stands out from competitors like Clay.
  • The AWS Global Startup Program supports Scalestack in driving innovation and growth.
  • Scalestack aims to be a “set-and-forget” solution for RevOps teams.
  • Its go-to-market strategy includes events, partnerships, and elevating the conversation around sales challenges.

TIMESTAMPS:

00:00 Intro and Elio’s Background at AWS

05:27 Startups’ Sales Teams Data Problems

07:51 The Role of AWS Global Startup Program

08:56 The Inefficiencies in Sales Reps’ Work

10:52 How Scalestack Solves Data Problems

19:55 Scalestack’s Universal API

28:16 Scalestack vs Clay

35:35 Custom Data Points Examples

38:11 Data Enrichment and Scoring in Enterprise (LIVE demo)

43:05 LLM-powered Data Workflows

48:10 AI Copilot and Orchestration

51:40 Scalestack’s GTM Strategy and Community Building

56:50 Customer’s Workflows Examples

01:01:11 Conclusion and Final Thoughts

FV 12: GTM Efficiency, Signal-Based Analytics & Demand Creation | Chris Walker @Refine_labs

Chris Walker talks about the challenges and strategies for SaaS companies in today’s market. He reveals that private SaaS companies face extended CAC payback periods (48-60 months) due to slowing growth, while public SaaS companies have nearly doubled their sales and marketing spend in the past two and a half years. 

Chris focuses on smart cost-cutting, efficient marketing investments, and bridging the gap between finance and go-to-market teams. He points out the importance of  signal-based analytics, AI’s potential in marketing, and the power of dark social content. With some pro tips on live shows, targeted account lists, and product-focused webinars, Chris provides efficient strategies for building demand, improving CAC, and accelerating company growth.

Takeaways:

  • Private SaaS CAC challenges: Slowing growth pushes payback periods to 48-60 months, demanding smarter spending.
  • Efficient marketing matters: Focus on ROI with signal-based analytics and tailored demand-generation strategies.
  • Leverage live shows/podcasts: Engage target customers, build trust, and gather valuable feedback.
  • Shift B2B advertising: Educate customers on why they need your product to drive interest and demand.
  • Track dark social’s impact: Self-reported attribution is key for understanding content ROI.
  • AI and signal analytics: Emerging tools can optimize outbound sales and boost marketing effectiveness.
  • Passetto’s focus: Practical strategies to enhance enterprise value and accelerate growth.‍

TIMESTAMPS:

00:00 CAC Payback Period in Public & Private SaaS Companies

04:21 Sales & Digital Marketing Budget Allocation

10:15 How B2B Buying Works Today

14:30 The State of Signal-Based Analytics

21:57 Building Analytics from Top-Level Business Metrics

26:15 How to Properly Do & Measure Demand Creation

40:10 Key Levers that Grew Refine Labs to +$10M ARR

44:38 Current Signal-Based SaaS & Services Landscape

50:48 Passetto as a Consulting Firm, Not a SaaS Company

51:55 AI Optimizing Outbound Cadences

54:33 The Bowtie Framework and the Future of GTM Tech

FV 11: Is SEO Dead? | The Future of Search & AI-Powered Content’s Impact on SEO | Sam Dunning

In this episode, Will chats with Sam Dunning, founder of Breaking B2B. They talk about the future of SEO, the evergrowing influence of AI, and the increasing role of social media. Sam highlights the recurring significance of Google for B2B SEO, the strategic role of both branded and non-branded keywords, and the need to focus on bottom-of-the-funnel content that delivers real conversions. Will and Sam also dive into the subject of how podcasting is a powerful B2B marketing tool, strategies for engaging solo episodes, and the potential of video content on LinkedIn and YouTube.

Key Takeaways:

  • SEO is still king for B2B, with Google leading the way.
  • AI handles basics, but complex, niche content sets you apart.
  • Bottom-of-the-funnel content drives leads; non-branded keywords attract fresh prospects.
  • Podcasts build trust, generate revenue, and are great for repurposing content.
  • For solo podcasts, structure and smooth flow are key—no awkward pauses!
  • Nail the SEO basics: mobile-friendly, fast-loading, and well-structured content.
  • Video content on LinkedIn grows your reach, and its video scrolling beta could boost organic growth.

Keep your content strategy diverse to stay ahead and drive real results! 🚀

TIMESTAMPS:

00:00 Introduction and Background

08:05 The Impact of AI-Powered Content on SEO

15:07 Branded vs. Non-Branded Keywords in B2B SEO

33:11 The Importance of Audience Engagement

42:08 The Power of Video Content‍50:55 The Future of LinkedIn Organic Growth

FV 10: The Evolution of PPC and the Role of AI | Frederick Vallaeys, Optmyzer

Will chat with Frederick Vallaeys, CEO of Optmyzer and one of Google’s first 500 employees. Fred shares insights from his Google days, the evolution of PPC, and how AI is reshaping search and advertising. He highlights the power of decentralization, customization, and tools like ChatGPT to create tailored messaging and strategies for clients.

Key Takeaways:

  • Fred helped shape AdWords at Google before founding Optmyzer, a platform that streamlines PPC management.
  • PPC has evolved, simplifying advertising for small businesses, but pro marketers must stand out by providing insights that guide AI systems.
  • Generative AI like GPT is transforming search, and advertisers need to adapt to new buyer journeys.
  • Social media drives demand but must address trust issues.
  • The future of search lies in blending AI, social platforms, and decentralized tools to deliver niche, high-quality content.
  • Optmyzer automates tasks like campaign setup, optimization, and budget protection with features like PPC insurance and social media rule engines.
  • The platform’s mission is to help marketers work smarter and achieve better results.

Packed with actionable insights, this episode is a must-listen for marketers looking to stay ahead in the ever-changing digital advertising world! 

TIMESTAMPS:

00:00 Introduction and Background

09:59 From Google to Optimizer

30:47 Decentralization and Customization in Advertising

38:26 Preserving Budget and Preventing Wasted Spend with PPC Insurance

48:02 Differentiating Optimizer from Other Tools in the Market

FV 9: Content & AI for Profitable Growth in B2B | Cody Schneider, Swell.ai

Will sits down with Cody Schneider, CEO of Swell.ai, to discuss how AI and influencer marketing are revolutionizing B2B. Cody shares tips on building audiences, automating workflows, and creating content that drives results.

Key Takeaways:

  • Expertise trumps general knowledge—AI thrives with depth, not fluff.
  • Start small with automation, and let it transform your workflows.
  • Swell.ai turns podcasts into multiple content formats to maximize reach.
  • AI + human expertise = superhuman growth.
  • TikTok and Instagram Reels are must-haves for engaging Gen Z buyers.
  • Personal branding and consistent video content build trust and visibility.
  • Lean, automated teams with strong collaboration drive sustainable growth.
  • A powerful brand fosters loyalty while supporting direct-response marketing.

Packed with actionable advice, this episode is a must-listen for anyone looking to combine AI, content marketing, and modern B2B strategies to stay ahead of the curve! 

TIMESTAMPS:

00:00 Introduction and Background

12:53 Implementing AI and Battling Against AI

33:00 The Rise of Demand Generation and Video Content in B2B

40:26 Leveraging Social Media Platforms to Reach Gen-Z Buyers

59:07 Transitioning from Bloated to Lean Teams in B2B Organizations

01:08:56 Building a Strong Brand

FV 6: Video Selling & Personalization at Scale in B2B | Bethany Stachenfeld

In this episode, Will chats with Bethany Stachenfeld, CEO of Sendspark, about how personalized video is reshaping B2B sales. From boosting response rates to forging deeper connections, Bethany shares actionable tips on using video in email automation, streamlining workflows, and avoiding common mistakes.

She also explores the future of video personalization with AI innovations and opens up about the challenges of being a founder, including managing rejection and staying creative in an AI-driven world. 

Key Takeaways:

  • Personalised video builds stronger connections and drives sales cycles.
  • Sendspark enables scalable video outreach, integrated with automation tools.
  • Effective video selling requires brief, effective messaging.
  • Founders face unique obstacles, including rejection and time management.
  • The future of video personalization is evolving, with AI innovations coming in.

If you want to make your sales outreach more personal and effective, you have to listen to this episode. Bethany’s expertise will persuade you to embrace the power of personalized video at scale.

TIMESTAMPS:

00:00 Introduction and Background

02:13 Origin Story of Sendspark

04:05 Differentiation of Sendspark in the Market

05:34 Personalization at Scale with Sendspark

07:36 Integration with Email Automation Tools

08:04 Hurdles in Selling the Idea of Video Selling

09:40 Proof of Video Selling’s Effectiveness

11:30 Reluctance and Mistakes in Video Selling

14:30 Challenges and Lesser-Known Aspects of Being a Founder

20:03 Addressing Misconceptions about Video Selling

22:09 Data on the Impact of Video Selling

26:41 Using Video for Personalized Outreach

27:34 The Power of Video in Sales

28:26 Building Brand and Credibility with Video

29:21 Accelerating Sales Velocity with Video

31:18 The Importance of Real-Time Communication

33:08 Implementing Video Personalization in Sales Workflows

35:25 Automating Video Personalization with Integrations

37:07 The Value of Integrations in SaaS Products

38:21 Future Updates and Features of Sendspark

41:26 Improving Sales Process and Analytics with Sendspark

43:42 The Future of Video Personalization

47:14 The Role of Strategic Thinking in AI

49:24 The Unique Value of Human Thinking

51:38 The Importance of Well-Rounded Skills in Entrepreneurship

FV 5: How to Become a B2B Thought Leader in 2024 | Ashley Faus

Join us for an engaging conversation as Ashley Faus dives deep into the art of B2B marketing and thought leadership. Discover why true thought leadership requires both bold ideas and leadership skills, and learn about Ashley’s four essential pillars of thought leadership: credibility, profile, prolific output, and depth of ideas.

Key Highlights:

  • The power of source ideas to shape your content strategy.
  • How to build meaningful relationships with creators for lasting impact.
  • The evolving connection between B2B companies and the creator economy.
  • Navigating the rise of AI while keeping human creativity at the forefront.
  • Practical steps for founders and CEOs to kickstart a thought leadership program.

Even if you’re a marketer, founder, or creator, this episode is wrapped with useful insights on content strategy, leveraging influencers, and the future of B2B marketing. Don’t miss it! 

TIMESTAMPS:

00:00 Introduction and Background

05:30 Defining Thought Leadership

10:35 Creating Depth of Ideas

23:13 Challenges in B2B Marketing Attribution

35:33 Leveraging Influencers, Subject Matter Experts, and Thought Leaders

46:41 Starting a Thought Leadership Program

47:51 Creating Source Ideas and Strategic Elements

54:35 Roles and Career Advice in B2B Marketing

01:00:46 The Future of B2B Companies and the Creator Economy

01:05:57 The Impact of AI on Content Strategy and B2B Marketing Roles

FV 2: How to run Customer Interviews that drive actionable insights | Ryan Paul Gibson

Ryan Paul Gibson, the founder of Content Lift, shares how you should conduct customer interviews that provide priceless info for your B2B marketing efforts. He talks about how direct conversations with your customers can reveal buyer motivations, different pain points and the general decision making process.

Ryan and Will discuss the importance of asking the right questions selecting ideal candidates for the interviews  then analyzing their responses and tweaking your strategy.

The responses you get can help prove or disprove your assumptions, refine the messages you’re running with and further align your marketing efforts with the real needs of your customers.

TAKEAWAYS:

  • Customer interviews uncover actionable insights for B2B marketing.
  • Direct conversations with customers provide deep understanding of their behaviors and motivations.
  • A structured approach ensures consistency and reliability when conducting interviews.
  • Selecting the right interview candidates, such as recent customers, is key to obtaining relevant insights.
  • Asking open-ended, unbiased questions encourages detailed and honest responses.
  • Analyzing interview data helps identify patterns and actionable findings to inform strategies.
  • Understanding the buyer’s journey reveals key decision-making processes and pain points.
  • Insights from interviews align marketing strategies with real customer needs and preferences.
  • Customer feedback challenges assumptions, ensuring messaging is accurate and resonant.
  • Actionable insights from interviews drive better marketing strategies and business growth.

TIMESTAMPS:

00:00 Introduction 

02:25 Ryan Paul Gibson’s Journey and Content Lift 

06:18 The Evolution of Customer Insights in B2B 

10:02 Common Mistakes in B2B Go-to-Market Strategy 

17:32 Conducting Effective Customer Interviews 

21:29 Crucial Steps in Conducting Customer Interviews 

32:47 Why Marketing Teams Struggle with Customer Research 

42:16 Analyzing and Actioning Customer Insights 

45:08 Creating a Central Operating System for Insights 

47:13 Leveraging Tech and AI in Customer Insights 

52:07 Building a Slack Integration with GPT 

54:20 Making the Most of Customer Insights in Sales 

58:17 Adapting to the Shift in B2B Buying